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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
926
Highline Wealth Partners
California
$5.03K – – –
LWP
927
Lumature Wealth Partners
Georgia
$5.03K – – –
MIFH
928
Migdal Insurance & Financial Holdings
Israel
$5K -$2.16K -35 -30%
PFG
929
Piershale Financial Group
Illinois
$4.96K +$4.87K +79 New
RFG
930
RFP Financial Group
Georgia
$4.71K +$4.63K +75 New
ICM
931
Islay Capital Management
Texas
$4.4K – – –
CYG
932
Clean Yield Group
Vermont
$4.4K +$617 +10 +17%
CT
933
Caldwell Trust
Florida
$4.34K – – –
AAP
934
Arax Advisory Partners
Colorado
$4.27K +$4.2K +68 New
RCM
935
Ravenstone Capital Management
$4.08K – – –
TFGT
936
TS Financial Group (TSFG)
Illinois
$4K -$617 -10 -14%
PK
937
Pflug Koory
Nebraska
$4K – – –
WB
938
Webster Bank
Connecticut
$4K – – –
DI
939
Disciplined Investments
Oklahoma
$3.9K -$123 -2 -3%
MPCL
940
My Personal CFO LLC
Washington
$3.65K +$3.58K +58 New
ACM
941
Antonetti Capital Management
Florida
$3.14K -$309 -5 -9%
BC
942
Barrett & Company
Rhode Island
$3.14K – – –
OC
943
Oakworth Capital
Alabama
$3.14K – – –
OCM
944
Orion Capital Management
California
$3.14K – – –
PP
945
PFS Partners
New Jersey
$3.14K – – –
HWA
946
Heritage Wealth Advisors
Virginia
$3.08K – – –
JFA
947
JNBA Financial Advisors
Minnesota
$2.95K -$9.26K -150 -76%
CWA
948
Clearview Wealth Advisors
Oregon
$2.89K -$185 -3 -6%
GWSA
949
Global Wealth Strategies & Associates
Colorado
$2.89K +$2.84K +46 New
SIC
950
SJS Investment Consulting
Ohio
$2.7K -$5.25K -85 -66%
36 37
38
39 40